Unclaimed Profile

Robert Burr Wolford

HOLLENCREST CAPITAL MANAGEMENT, LLC·NEWPORT BEACH, California

SIE, Series 7, Series 24, Series 27, Series 53, Series 63ChFC27 years registeredHOLLENCREST CAPITAL MANAGEMENT, LLC

100 BAYVIEW CIRCLE, NEWPORT BEACH, CA 92660-8903CRD# 1336627Firm CRD# 46217

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Burr Wolford · NEWPORT BEACH, CA

Registration

CRD #1336627 · HOLLENCREST CAPITAL MANAGEMENT, LLC · 27 years registered

Brand Profile

Not yet started

Career History

HOLLENCREST CAPITAL MANAGEMENT

May 1999 – present

DOUBLE EAGLE PARTNERS

Apr 2004 – Jun 2019

NEWPORT BEACH, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 53

Series 63

Registration record

First registered · May 20, 1999

Years registered · 27

Professional designation · ChFC

Disclosure History

2005Customer Dispute·Closed-No Action

2000Customer Dispute·Award / Judgment

1999Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

HOLLENCREST CAPITAL MANAGEMENT, LLC

CRD 46217 · SEC 801-55904

AUM

$2.4B

Regulatory assets under management

Employees

1,074 client accounts

Services offered by HOLLENCREST CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at HOLLENCREST CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Burr Wolford offer?

Robert Burr Wolford specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.

What are Robert Burr Wolford's credentials?

Robert Burr Wolford holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert Burr Wolford located?

Robert Burr Wolford is based in NEWPORT BEACH, California, working with HOLLENCREST CAPITAL MANAGEMENT, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does Robert Burr Wolford charge for services?

Robert Burr Wolford's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: fees related to real estate deals. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HOLLENCREST CAPITAL MANAGEMENT, LLC?

HOLLENCREST CAPITAL MANAGEMENT, LLC has approximately 18 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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